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Managing Member/chief Executive Officer/chief Compliance Officer · Shore Point Advisors, LLC

Jason C Lamb

CRD 5746696 · Named on Form ADV at one SEC-registered adviser

At a glance

Shore Point Advisors, LLC, an SEC-registered wealth manager based in Brielle, NJ with $328 million in regulatory assets, lists Jason C Lamb on its Form ADV as Managing Member/chief Executive Officer/chief Compliance Officer, a control person.

Firms and roles

  • Shore Point Advisors, LLCManaging Member/chief Executive Officer/chief Compliance OfficerWealth manager · Brielle, NJ · $328M in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.